InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$205.44

2026-10-16

Market Cap

$66.5B

Volume

1.7M

52-Wk High

$238.50

52-Wk Low

$172.19

Trailing PE

14.5

P/S

9.58

Gross Margin

84.6%

Net Margin

66.4%

ROE

109%

ROIC

9%

Piotroski

5/9

Altman Z

1.7

1-Yr Return

+17.7%

5-Yr Return

+97.5%

Simon Property Group (NYSE: SPG) is a prominent S&P 100 real estate investment trust that specializes in owning and developing a portfolio of world-class shopping, dining, entertainment, and mixed-use destinations. These significant properties, strategically located across North America, Europe, and Asia, serve as vital community hubs, attracting millions of visitors daily and contributing billions in annual revenue.

SectorReal EstateIndustryREIT - RetailExchangeNYSEMarket Cap$66.5BEmployees3,600 (SEC-filed)CEOEli SimonIPO1993-12-14CountryUS

225 West Washington Street, Indianapolis, IN 46204-3438 · Tel 317-636-1600 · simon.com

INSIDERSTREET SCORE57 / 100Street mean $225.17 (12 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALTWO-WAY FLOW$1.4M buys against $2.0M sells / 6 mo

INSIDERSTREET
SCORE57of 100

Score Breakdown

Profitability	93/100
Growth	84/100
Momentum	83/100
Quality	61/100
Earnings Quality	75/100
Balance Sheet	32/100
Value	48/100
Risk (safety)	30/100
Overall	56.7/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
O	56
KIM	53
REG	53
FRT	60
BRX	57
ADC	58
SPG	57

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 57 in 24 Q2, latest 57 — -1 since. Fell in 0 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

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1 Year vs S&P 500 · SPG +17.7% · S&P 500 +15.9% · spread +1.8pp

7 Years vs S&P 500 · SPG +97.5% · S&P 500 +189.9% · spread -92.4pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

BUSINESS QUALITY57 / 100IS Score 56.7 / 100 · -0.7 from peak of 57

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBULLISHTechnical Score 70 / 100 · Power +39 · 18 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 57 and price structure at 70 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 56.7	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 48 → 55 → 56 → 57	the direction matters more than the level
Technical vote share back above 50%	now 73%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,366 → now 1,366	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Site Convergence Score4 of 4top 0% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)6 buys2026-09-04

Insider Buys (180d)39$0.99M

ETF Funds (30d)1069 up / 884 downnet +185 funds

Institutions Added (13F)52managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,366 · latest 1,366 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	1,366	307.5M	$65.8B	94.9%
2026 Q1	1,314	292.9M	$52.3B	90.4%
2025 Q4	1,294	293.7M	$51.8B	90.6%
2025 Q3	1,222	290.6M	$51.6B	89.7%
2025 Q2	1,219	291.6M	$44.2B	90.0%
2025 Q1	1,206	294.9M	$46.1B	91.0%
2024 Q4	1,196	293.2M	$46.5B	90.5%
2024 Q3	1,138	289.6M	$44.7B	89.4%
2024 Q2	1,108	288.5M	$42.8B	89.0%
2024 Q1	1,091	290.2M	$44.4B	89.5%
2023 Q4	1,058	290.0M	$40.5B	89.5%
2023 Q3	987	287.2M	$30.5B	88.6%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Jones Nina P	director	2026-09-30	BUY	46	$0.01M	4,229
Glasscock Larry C	director	2026-09-30	BUY	367	$0.07M	46,269
Cicco Martin J	director	2026-09-30	BUY	15	$0.00M	1,402
Aeppel Glyn	director	2026-09-30	BUY	222	$0.05M	21,289
Stewart Marta R	director	2026-09-30	BUY	199	$0.04M	18,199
Smith Daniel C.	director	2026-09-30	BUY	350	$0.07M	34,830
Selig Stefan M	director	2026-09-30	BUY	208	$0.04M	34,020
Rodkin Gary M	director	2026-09-30	BUY	232	$0.05M	21,248

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	1	10,000	$2.0M	Counted
P — Open-market purchases	49	6,906	$1.4M	Counted
M — Exercises (paired A/D)	8	39,693	—	None — mechanics
F — Tax withholding	17	20,984	$4.3M	None — compensation
G — Gifts	2	7,736,735	—	None

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalTwo-Way Flow

Open-Market Sells$2.0M1 txns / 6 mo

Open-Market Buys$1.4M49 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	BUY	$1,001 - $15,000	2026-09-04	2026-10-09
William R. Keating	House	BUY	$1,001 - $15,000	2026-05-08	2026-05-19
Jonathan Jackson	House	BUY	$15,001 - $50,000	2026-04-20	2026-05-28
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-27	2026-07-21
Pat Toomey	Senate	BUY	$1,001 - $15,000	2021-10-15	2021-11-15
Patrick Joseph Toomey	Senate	BUY	$1,001 - $15,000	2021-10-15	2021-11-14

House 12-Mo7 trades6 purchases

Senate 12-Mo1 trades1 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

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13F Filers (last complete Q)1,314

13F Shares293M90.4% of shares out

New / Closed125 / 84positions, QoQ

Increased / Reduced513 / 448positions, QoQ

Put/Call (13F)1.10option positions

Free Float99.0%320M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Smead Capital Management, Inc.	1.3M	$252M
Hamlin Capital Management, Llc	814,071	$163M
Fort Washington Investment Advisor	191,387	$38M
Ifm Investors Pty Ltd	141,170	$28M
Douglas Lane & Associates, Llc	121,722	$24M
Sapient Capital Llc	110,277	$22M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VNQ	3.7%	$2.5B
VGSLX	3.7%	$2.5B
VGSNX	3.7%	$2.5B
VITSX	0.1%	$2.0B
VTSAX	0.1%	$2.0B
VSMPX	0.1%	$2.0B

13F Filers Holding SPG — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session27.3%2026-10-15

20-Day Avg48.5%50-day 53.9%

TrendFalling20d vs 50d

By Market CenterQ: 27% · N: 36% · B: 37%latest session

Weekly Notional ($B)

Where SPG Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	1.8M	36 sh
Ubsa Ubs Ats	1.3M	39 sh
Sgmt Sigma X2	1.0M	34 sh
Ebxl Level Ats	0.9M	22 sh
Mspl Ms Pool (Ats-4)	0.7M	136 sh
Mlix Instinct X	0.7M	54 sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Where a dollar of Simon Property Group, Inc. revenue goes. All values FY2025 filings, live. Product segmentation not yet parsed for this symbol — revenue shown unsegmented.

SPG (live moat model)Peer median: O · KIM · REG · FRT · BRX

Component scores from the live moat model. Peer median illustrative.

Moat score 62/100 — Narrow; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Eli Simon	President, CEO, COO & Director
Brian J. McDade	Executive Vice President & Chief Financial Officer
John Rulli	Chief Administrative Officer
Steven E. Fivel	General Counsel & Secretary

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Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)2 of 6recent quarters

Avg Surprise+65.0%

Next Report2026-11-05

Income Quality0.77OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

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Profit Margins (%)

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+11.1%	+3.4%	+6.9%	+5.4%	+6.7%
Gross profit	+11.4%	+3.5%	+7.9%	+6.3%	+10.9%
Operating income	+22.4%	+7.1%	+8.6%	+10.2%	+2.7%
Net income	+102.2%	-4.9%	+6.7%	+3.8%	+94.7%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	5.1	5.3	5.7	6.0	6.4
Cost of revenue	1.0	1.0	1.0	1.0	0.9
Gross profit	4.1	4.3	4.6	4.9	5.5
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	0.1	0.1	0.2	0.2	0.3
Operating income	2.4	2.6	2.8	3.1	3.2
EBITDA	4.8	4.6	4.9	5.0	7.9
D&A	1.3	1.3	1.3	1.4	1.5
Pretax income	2.7	2.5	2.7	2.8	5.4
Income tax	0.2	0.1	0.1	0.0	0.0
Net income	2.2	2.1	2.3	2.4	4.6
Diluted EPS ($)	6.84	6.69	6.98	7.26	14.14
Diluted shares (M)	329	328	327	326	326

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Operating CF$4B

CapEx$1B

Free cash flow$4B

SBC$0B

Buybacks$0B

Net cash change$-1B

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	0.6	1.2	1.4	0.8
ST investments	0.0	1.0	0.0	0.0
Receivables (net)	1.5	1.4	1.4	0.9
Total current assets	2.1	3.6	2.8	1.8
PP&E (net)	0.5	0.5	0.5	31.0
Goodwill + intangibles	0.0	0.0	0.0	0.0
Total assets	33.0	34.3	32.4	40.6
Accounts payable	1.5	1.7	1.7	2.0
Short-term debt	0.0	0.0	0.0	7.3
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	3.2	3.5	3.4	11.0
Long-term debt	24.9	26.0	24.2	21.1
Total liabilities	29.2	30.6	28.8	33.9
Shareholders' equity	3.8	3.7	3.6	6.7

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	2.5	2.3	2.7	4.6
D&A	1.3	1.3	1.4	1.4
Stock-based compensation	0.0	0.0	0.0	0.0
Working capital change	0.1	0.3	(0.1)	(0.0)
Operating cash flow	3.8	3.9	3.8	4.5
Capital expenditures	(0.7)	(0.8)	(0.8)	(0.9)
Investing cash flow	(0.6)	(1.4)	1.4	(1.9)
Buybacks	(0.5)	(0.5)	(0.0)	(0.2)
Dividends paid	(2.3)	(2.4)	(2.6)	(2.8)
Debt issuance / (repay)	(0.3)	1.0	(1.9)	0.4
Financing cash flow	(3.1)	(2.0)	(5.0)	(3.1)
Free cash flow	3.1	3.1	3.1	3.6

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	70.3%	65.8%	74.1%	79.5%	113.2%	109%
ROA	6.6%	6.4%	6.8%	7.1%	12.6%	11.6%
ROIC	7.9%	8.9%	9.9%	11.6%	9.4%	8.7%
Gross margin	81.0%	81.1%	81.8%	82.5%	85.7%	84.6%
Operating margin	47.2%	48.8%	49.6%	51.9%	49.9%	47.4%
Net margin	44.0%	40.4%	40.3%	39.8%	72.5%	66.4%
EBITDA margin	94.7%	86.7%	86.4%	84.1%	123.5%	113.9%
FCF margin	60.8%	58.9%	55.4%	51.3%	50.8%	—
VALUATION
P/E	18.69	15.27	18.44	22.56	13.08	14.5
P/B	12.51	10.41	13.92	18.18	11.59	15.0
P/S	8.22	6.17	7.44	8.97	9.48	9.58
P/FCF	13.52	10.48	13.42	17.48	18.65	20.7
EV/EBITDA	13.89	12.53	13.59	15.32	11.67	12.0
EV/Revenue	13.16	10.87	11.74	12.89	13.94	13.7
Earnings yield	5.4%	6.5%	5.4%	4.4%	7.6%	6.92%
FCF yield	7.4%	9.5%	7.5%	5.7%	5.4%	4.84%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	0.67	0.66	1.04	0.83	0.16	1.05
Quick ratio	0.67	0.66	1.04	0.83	0.16	1.05
Debt / equity	7.68	8.11	8.77	8.42	5.60	6.64
Debt / assets	76.5%	77.1%	77.4%	76.5%	71.9%	74.1%
Net debt / EBITDA	5.22	5.41	4.98	4.66	3.73	3.59
Interest coverage	4.43	4.33	4.16	4.04	6.28	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.15	0.16	0.17	0.18	0.17	0.17
Receivables turnover	4.75	6.07	6.86	7.35	7.36	7.8
DSO (days)	77	60	53	50	50	47
DPO (days)	516	533	578	610	736	616
Cash conversion cycle	-439	-473	-525	-560	-686	-570
GROWTH (YoY)
Revenue growth	11.1%	3.4%	6.9%	5.4%	6.7%	—
Net income growth	102.2%	-4.9%	6.7%	3.8%	94.7%	—
EPS growth	102.1%	-4.4%	7.0%	3.7%	94.8%	—
FCF growth	68.8%	0.2%	0.7%	-2.5%	5.8%	—
PER SHARE ($)
EPS (diluted, TTM)	6.85	6.54	7.00	7.27	14.16	14.22
Book value / share	10.23	9.60	9.27	9.02	15.98	17.20
Revenue / share	15.57	16.18	17.36	18.28	19.52	21.42
FCF / share	9.46	9.53	9.63	9.38	9.92	9.93
Cash / share	1.62	1.90	6.65	4.29	2.52	3.15
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.6%	1.2%	0.1%	0.4%	0.87%
Altman Z-Score	1.07	0.87	1.09	1.37	1.29	1.7
Piotroski F-Score	6	6	8	6	6	5/9
Beneish M-Score	-2.72	-2.74	-2.76	-2.71	-3.16	-2.52

Model	Score	Zone	Note
Piotroski F-Score	5 / 9	Middling
Altman Z-Score	1.7	Distress (<1.81)	Distress
Income quality	0.77	Accrual-heavy	OCF ÷ net income
Beneish M-Score	-2.52	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.87
Interest burden	0.87
Operating margin	87.6%
Asset turnover	0.19×
Financial leverage	10.60×
= ROE	134%

Growth Quality (live)	Value
Revenue stability	0.95
Earnings stability	0.62
Earnings persistence	0.50
Revenue CAGR 3y	8.5%
EPS CAGR 3y	29.3%
FCF CAGR 3y	1.6%

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Buyback Yield0.87%

Dividend Yield4.33%

Total Shareholder Return5.15%cash yield

SBC / Revenue0.0%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
O	$53.1B	40.9	3%	27.8%	+8.6%	6/9	-4.5%
KIM	$15.4B	25.7	6%	27.8%	+5.7%	7/9	+7.4%
REG	$13.4B	20.7	10%	27.9%	+11.2%	7/9	+3.3%
FRT	$9.2B	21.2	13%	25.5%	+8.1%	8/9	+8.4%
BRX	$8.5B	19.5	14%	20.8%	+5.8%	7/9	—
ADC	$8.3B	36.0	4%	26.6%	+18.2%	5/9	—
NNN	$7.9B	20.4	9%	40.1%	+6.5%	6/9	—
MAC	$6.8B	-35.3	-6%	-10.8%	+1.6%	6/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

38 Analysts

Str Sell (0)Sell (2)Hold (20)Buy (16)Str Buy (0)

Mean Target (qtr)$225.1712 targets

Target vs. Price+9.6%last-quarter mean

Next Report2026-11-05street $1.67

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$6.71B	$6.85B / $6.60B	$6.66	$6.70 / $6.57	3
FY2027	$6.96B	$7.26B / $6.85B	$6.99	$7.09 / $6.95	5
FY2028	$7.18B	$7.45B / $6.90B	$7.46	$7.88 / $6.69	5

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Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$221.00	+7.6%	5
Last Quarter	$225.17	+9.6%	12
Last Year	$211.34	+2.9%	35
All Time	$191.45	-6.8%	65

Rolling mean of published targets vs. last close $205.44. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B+

DCF

4/5

ROE

5/5

ROA

5/5

Debt/Eq

1/5

P/E

3/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

SPG +17.7% vs S&P 500 +15.9% — spread +1.8pp

Sector — XLRE +0.9%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$202.27	+3.17	+1.57%	Above
SMA 50	$208.90	-3.46	-1.66%	Below
SMA 200	$204.27	+1.17	+0.57%	Above
EMA 9	$201.91	+3.53	+1.75%	Above
EMA 21	$202.94	+2.50	+1.23%	Above
EMA 50	$207.34	-1.90	-0.92%	Below
EMA 200	$203.15	+2.29	+1.13%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBULLISHPower Score +3918 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%70

Momentum 25%90

Volume 20%75

Volatility 10%33

Patterns 15%50

This Week73% bullishof 11 price-based votes

4 Weeks Ago18%+55 pts since

12 Weeks Ago91%-18 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$202.27

Price vs SMA 50$208.90

Price vs SMA 200$204.27

EMA 9/21 Cross201.9/202.9

SMA 50/200Golden

ADX DirectionADX 37

Supertrend$207

Parabolic SAR$197

SMA Slope0.010

RSI53.8

Stochastic K/D61/47

StochRSI K/D87/84

Williams %R-9

CCI93

TSI vs Signal-19.7

CMO7.6

ROC2.28%

OBV SignalAccum

Chaikin MF-0.070

MFI55

Force Index1M

Elder Ray Bull3.47

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 47

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$202.53 / $204.89 / $206.38	S1 / S2	$201.04 / $198.68
Bollinger (20,2)	$197.40 – $207.13	Squeeze	Off
52-wk range	$170.09 – $238.50	Off 52-wk high	-13.8%
ATR (14)	$3.20 (1.6%)	Historical vol	15.5%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+0.7%Jan65%

+0.5%Feb50%

-1.6%Mar48%

+4.8%Apr60%

-1.4%May35%

-0.4%Jun45%

+2.2%Jul75%

+1.5%Aug50%

+0.3%Sep50%

+2.3%Oct65%

+2.0%Nov60%

+3.4%Dec75%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	SPG	S&P 500
Weekly volatility (σ, 1y)	2.72%	1.83%
Best / worst week (1y)	+6.4% / -5.6%	—
Max drawdown (5y, monthly)	-68.2%	—
1-week VaR (95%)	-4.7%	—
Beta (5y)	1.31	1.00

SPG EQUITY WEATHER (LIVE)CLOUDY · -12

Trend-30

Momentum+16

Volume+33

Volatility-60

Breadth-50

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 171 stories, weekly buckets, −1 to +1.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-12.3+13.8 vs industry

Trend-29.9+10.8 vs industry

Momentum+16.2+13.5 vs industry

Volume+32.8+59.0 vs industry

Reading	SPG	REIT - Retail n=145	Real Estate n=2,764	All US symbols n=70,435
Overall	-12.3	-26.1	-28.0	-20.5
Trend	-29.9	-40.7	-37.3	-21.3
Momentum	+16.2	+2.7	-17.0	-15.8
Volume	+32.8	-26.2	-26.6	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
David Simon Chairman of the Board and Chief	$14.2M	91% equity+incentive
Richard S. Sokolov President and Chief Opera	$7.4M	85% equity+incentive
David J. Contis President—Simon Malls	$4.3M	82% equity+incentive
James M. Barkley General Counsel and Secreta	$3.9M	85% equity+incentive
Andrew A. Juster Executive Vice President an	$3.7M	86% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	48
Social	60
Governance	58
Composite ESG	55

Composite ESG Trend

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-11-09 to 2026-08-10
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	112 rows · 1998 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-08-31 to 2026-09-30
Proposed sales (Form 144)	edgar/form144	not present for this symbol
Beneficial ownership (13D/G)	edgar/13dg	not present for this symbol
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Simon Property Group, Inc. (SPG)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Simon Property Group, Inc. (SPG)

Simon Property Group, Inc. (SPG)

Institutions holding — 12 quarters

Simon Property Group, Inc. (SPG)

Monthly Net Insider Flow (000 shares)

Signal Summary

Simon Property Group, Inc. (SPG)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding SPG — quarterly

Institutional Put/Call — quarterly

Where SPG Trades in the Dark

Simon Property Group, Inc. (SPG)

3.8 · Employees (SEC filings)

Simon Property Group, Inc. (SPG)

Simon Property Group, Inc. (SPG)

Simon Property Group, Inc. (SPG)

Balance Sheet — Full

Cash Flow Statement — Full

Simon Property Group, Inc. (SPG)

Simon Property Group, Inc. (SPG)

Simon Property Group, Inc. (SPG)

Simon Property Group, Inc. (SPG)

Street Price Target — Trajectory

Third-Party Composite Rating

Simon Property Group, Inc. (SPG)

Simon Property Group, Inc. (SPG)

Family Scores (site weights)

Simon Property Group, Inc. (SPG)

Simon Property Group, Inc. (SPG)

Simon Property Group, Inc. (SPG)